ONE WEALTH ADVISORS, LLC
CRD #170910 SEC #801-79591 SAN FRANCISCO, CA (415) 729-1770
SEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
Employees
13
Clients
101
Accounts
2,043
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 23, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FLOOD, KEITH, OWEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FLOOD, KEITH, OWEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PRO TEM HOLDINGS, LLC | DE | MANAGER | NA | Control |
| PRO TEM HOLDINGS, LLC | DE | MANAGER | NA | Control |
| SCHMITZ, ALEXANDER, JAMES | I | MANAGING PARTNER AND CHIEF REVENUE OFFICER | NA | Control |
| STEELE, DAVID, GERALD | I | MEMBER | NA | Control |
| STEELE, DAVID, GERALD | I | MEMBER | NA | Control |
| STEELE, DAVID, GERALD | I | MEMBER | NA | Control |
| STEELE, DAVID, GERALD | I | MEMBER | NA | Control |
| STEELE, DAVID, GERALD | I | MEMBER | NA | Control |
| STEELE, DAVID, GERALD | I | MEMBER | NA | Control |
| STEELE, DAVID, GERALD | I | MEMBER | NA | Control |
| STEELE, DAVID, GERALD | I | MEMBER | NA | Control |
| STEELE, DAVID, GERALD | I | MEMBER | NA | Control |
| STEELE, DAVID, GERALD | I | MEMBER | NA | Control |
| STEELE, DAVID, GERALD | I | MEMBER | NA | Control |
| STEELE, DAVID, GERALD | I | MEMBER | NA | Control |
| STEELE, DAVID, GERALD | I | MEMBER | NA | Control |
| STEELE, DAVID, GERALD | I | FOUNDER AND CHIEF EXECUTIVE OFFICER | NA | Control |
| STEELE, DAVID, GERALD | I | FOUNDER AND CHIEF EXECUTIVE OFFICER | NA | Control |
| STEELE, DAVID, GERALD | I | FOUNDER AND CHIEF EXECUTIVE OFFICER | NA | Control |
| STEELE, JONATHAN, EDWARD | I | MEMBER | NA | Control |
| STEELE, JONATHAN, EDWARD | I | MEMBER | NA | Control |
| STEELE, JONATHAN, EDWARD | I | MEMBER | NA | Control |
| STEELE, JONATHAN, EDWARD | I | MEMBER / CHIEF COMPLIANCE OFFICER | NA | Control |
| STEELE, JONATHAN, EDWARD | I | MEMBER | NA | Control |
| STEELE, JONATHAN, EDWARD | I | MEMBER / CHIEF COMPLIANCE OFFICER | NA | Control |
| STEELE, JONATHAN, EDWARD | I | MEMBER / CHIEF COMPLIANCE OFFICER | NA | Control |
| STEELE, JONATHAN, EDWARD | I | MEMBER / CHIEF COMPLIANCE OFFICER | NA | Control |
| STEELE, JONATHAN, EDWARD | I | MEMBER / CHIEF COMPLIANCE OFFICER | NA | Control |
| STEELE, JONATHAN, EDWARD | I | MEMBER | NA | Control |
| STEELE, JONATHAN, EDWARD | I | MEMBER | NA | Control |
| STEELE, JONATHAN, EDWARD | I | MEMBER | NA | Control |
| STEELE, JONATHAN, EDWARD | I | MEMBER | NA | Control |
| STEELE, JONATHAN, EDWARD | I | FOUNDER AND CHIEF INVESTMENT OFFICER | NA | Control |
| STEELE, JONATHAN, EDWARD | I | FOUNDER AND CHIEF INVESTMENT OFFICER | NA | Control |
| STEELE, JONATHAN, EDWARD | I | FOUNDER AND CHIEF INVESTMENT OFFICER | NA | Control |
| INTERIM HOLDINGS, LLC | DE | MEMBER | E | Control |
| INTERIM HOLDINGS, LLC | DE | MEMBER | E | Control |
| DAVID STEELE FAMILY LIVING TRUST | DE | MEMBER | C | Control |
| DAVID STEELE FAMILY LIVING TRUST | DE | MEMBER | C | Control |
| DAVID STEELE FAMILY LIVING TRUST | DE | MEMBER | C | Control |
| DAVID STEELE FAMILY LIVING TRUST | DE | MEMBER | C | Control |
| DAVID STEELE FAMILY LIVING TRUST | DE | MEMBER | C | Control |
| DAVID STEELE FAMILY LIVING TRUST | DE | MEMBER | C | Control |
| DAVID STEELE FAMILY LIVING TRUST | DE | MEMBER | C | Control |
| DAVID STEELE FAMILY LIVING TRUST | DE | MEMBER | C | Control |
| DAVID STEELE FAMILY LIVING TRUST | DE | MEMBER | C | Control |
| DAVID STEELE FAMILY LIVING TRUST | DE | MEMBER | C | Control |
| DAVID STEELE FAMILY LIVING TRUST | DE | MEMBER | C | Control |
| DAVID STEELE FAMILY LIVING TRUST | DE | MEMBER | C | Control |
| DAVID STEELE FAMILY LIVING TRUST | DE | MEMBER | C | Control |
| DAVID STEELE FAMILY LIVING TRUST | DE | MEMBER | C | Control |
| DAVID STEELE FAMILY LIVING TRUST | DE | MEMBER | C | Control |
| DAVID STEELE FAMILY LIVING TRUST | DE | MEMBER | C | Control |
| STEELE & VILLENA TRUST | DE | MEMBER | C | Control |
| STEELE & VILLENA TRUST | DE | MEMBER | C | Control |
| STEELE & VILLENA TRUST | DE | MEMBER | C | Control |
| STEELE & VILLENA TRUST | DE | MEMBER | C | Control |
| STEELE & VILLENA TRUST | DE | MEMBER | C | Control |
| STEELE & VILLENA TRUST | DE | MEMBER | C | Control |
| STEELE & VILLENA TRUST | DE | MEMBER | C | Control |
| STEELE & VILLENA TRUST | DE | MEMBER | C | Control |
| STEELE & VILLENA TRUST | DE | MEMBER | C | Control |
| STEELE & VILLENA TRUST | DE | MEMBER | C | Control |
| STEELE & VILLENA TRUST | DE | MEMBER | C | Control |
| STEELE & VILLENA TRUST | DE | MEMBER | C | Control |
| STEELE & VILLENA TRUST | DE | MEMBER | C | Control |
| STEELE & VILLENA TRUST | DE | MEMBER | C | Control |
| STEELE & VILLENA TRUST | DE | MEMBER | C | Control |
| STEELE & VILLENA TRUST | DE | MEMBER | C | Control |
| STEELE, DAVID, GERALD | I | MEMBER | C | Control |
| STEELE, DAVID, GERALD | I | MEMBER | C | Control |
| STEELE, DAVID, GERALD | I | MEMBER | C | Control |
| STEELE, DAVID, GERALD | I | MEMBER | C | Control |
| STEELE, DAVID, GERALD | I | MEMBER | C | Control |
| STEELE, DAVID, GERALD | I | MEMBER | C | Control |
| STEELE, DAVID, GERALD | I | MEMBER | C | Control |
| STEELE, DAVID, GERALD | I | MEMBER | C | Control |
| STEELE, DAVID, GERALD | I | MEMBER | C | Control |
| STEELE, DAVID, GERALD | I | MEMBER | C | Control |
| STEELE, DAVID, GERALD | I | MEMBER | C | Control |
| STEELE, DAVID, GERALD | I | MEMBER | C | Control |
| STEELE, DAVID, GERALD | I | MEMBER | C | Control |
| STEELE, DAVID, GERALD | I | MEMBER | C | Control |
| STEELE, DAVID, GERALD | I | MEMBER | C | Control |
| STEELE, DAVID, GERALD | I | MEMBER | C | Control |
| STEELE, JONATHAN, EDWARD | I | CHIEF COMPLIANCE OFFICER | C | Control |
| STEELE, JONATHAN, EDWARD | I | CHIEF COMPLIANCE OFFICER | C | Control |
| STEELE, JONATHAN, EDWARD | I | CHIEF COMPLIANCE OFFICER | C | Control |
| STEELE, JONATHAN, EDWARD | I | CHIEF COMPLIANCE OFFICER | C | Control |
| STEELE, JONATHAN, EDWARD | I | CHIEF COMPLIANCE OFFICER | C | Control |
| STEELE, JONATHAN, EDWARD | I | CHIEF COMPLIANCE OFFICER | C | Control |
| STEELE, JONATHAN, EDWARD | I | CHIEF COMPLIANCE OFFICER | C | Control |
| STEELE, JONATHAN, EDWARD | I | MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| STEELE, JONATHAN, EDWARD | I | MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| STEELE, JONATHAN, EDWARD | I | MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| STEELE, JONATHAN, EDWARD | I | MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| STEELE, JONATHAN, EDWARD | I | MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| STEELE, JONATHAN, EDWARD | I | MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| STEELE, JONATHAN, EDWARD | I | MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| STEELE, JONATHAN, EDWARD | I | MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| STEELE, JONATHAN, EDWARD | I | MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| 2015 ALEXANDER JAMES SCHMITZ REVOCABLE TRUST | DE | MEMBER | B | |
| 2015 ALEXANDER JAMES SCHMITZ REVOCABLE TRUST | DE | MEMBER | B | |
| 2015 ALEXANDER JAMES SCHMITZ REVOCABLE TRUST | DE | MEMBER | B | |
| 2015 ALEXANDER JAMES SCHMITZ REVOCABLE TRUST | DE | MEMBER | B | |
| 2015 ALEXANDER JAMES SCHMITZ REVOCABLE TRUST | DE | MEMBER | B | |
| 2015 ALEXANDER JAMES SCHMITZ REVOCABLE TRUST | DE | MEMBER | B | |
| 2015 ALEXANDER JAMES SCHMITZ REVOCABLE TRUST | DE | MEMBER | B | |
| SCHMITZ, ALEXANDER, JAMES | I | MEMBER | B | |
| SCHMITZ, ALEXANDER, JAMES | I | MEMBER | B | |
| SCHMITZ, ALEXANDER, JAMES | I | MEMBER | B | |
| SCHMITZ, ALEXANDER, JAMES | I | MEMBER | B | |
| SCHMITZ, ALEXANDER, JAMES | I | MEMBER | B | |
| 2015 ALEXANDER JAMES SCHMITZ REVOCABLE TRUST | DE | MEMBER | A | |
| 2015 ALEXANDER JAMES SCHMITZ REVOCABLE TRUST | DE | MEMBER | A | |
| 2015 ALEXANDER JAMES SCHMITZ REVOCABLE TRUST | DE | MEMBER | A | |
| 2015 ALEXANDER JAMES SCHMITZ REVOCABLE TRUST | DE | MEMBER | A | |
| 2015 ALEXANDER JAMES SCHMITZ REVOCABLE TRUST | DE | MEMBER | A | |
| 2015 ALEXANDER JAMES SCHMITZ REVOCABLE TRUST | DE | MEMBER | A | |
| 2015 ALEXANDER JAMES SCHMITZ REVOCABLE TRUST | DE | MEMBER | A | |
| 2015 ALEXANDER JAMES SCHMITZ REVOCABLE TRUST | DE | MEMBER | A | |
| 2015 ALEXANDER JAMES SCHMITZ REVOCABLE TRUST | DE | MEMBER | A | |
| COHEN, KEVIN, MICHAEL | I | MEMBER | A | |
| COHEN, KEVIN, MICHAEL | I | MEMBER | A | |
| COHEN, KEVIN, MICHAEL | I | MEMBER | A | |
| COHEN, KEVIN, MICHAEL | I | MEMBER | A | |
| COHEN, KEVIN, MICHAEL | I | MEMBER | A | |
| COHEN, KEVIN, MICHAEL | I | MEMBER | A | |
| COHEN, KEVIN, MICHAEL | I | MEMBER | A | |
| COHEN, KEVIN, MICHAEL | I | MEMBER | A | |
| COHEN, KEVIN, MICHAEL | I | MEMBER | A | |
| COHEN, KEVIN, MICHAEL | I | MEMBER | A | |
| COHEN, KEVIN, MICHAEL | I | MEMBER | A | |
| COHEN, KEVIN, MICHAEL | I | MEMBER | A | |
| COHEN, KEVIN, MICHAEL | I | MEMBER | A | |
| COHEN, KEVIN, MICHAEL | I | MEMBER | A | |
| COHEN, KEVIN, MICHAEL | I | MEMBER | A | |
| COHEN, KEVIN, MICHAEL | I | MEMBER | A | |
| COHEN, KEVIN, MICHAEL | I | MEMBER / CHIEF COMPLIANCE OFFICER | A | Control |
| COHEN, KEVIN, MICHAEL | I | MEMBER / CHIEF COMPLIANCE OFFICER | A | Control |
| COHEN, KEVIN, MICHAEL | I | MEMBER / CHIEF COMPLIANCE OFFICER | A | Control |
| COHEN, KEVIN, MICHAEL | I | MEMBER | A | Control |
| COHEN, KEVIN, MICHAEL | I | MEMBER / CHIEF COMPLIANCE OFFICER | A | Control |
| COHEN, KEVIN, MICHAEL | I | MEMBER | A | Control |
| COHEN, KEVIN, MICHAEL | I | MEMBER | A | Control |
| COHEN, KEVIN, MICHAEL | I | MEMBER | A | Control |
| COHEN, KEVIN, MICHAEL | I | MEMBER | A | Control |
| COHEN, KEVIN, MICHAEL | I | MEMBER, CHIEF COMPLIANCE OFFICER | A | Control |
| COHEN, KEVIN, MICHAEL | I | MEMBER, CHIEF COMPLIANCE OFFICER | A | Control |
| COHEN, KEVIN, MICHAEL | I | MEMBER, CHIEF COMPLIANCE OFFICER | A | Control |
| COHEN, KEVIN, MICHAEL | I | MEMBER, CHIEF COMPLIANCE OFFICER | A | Control |
| COHEN, KEVIN, MICHAEL | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | A | Control |
| COHEN, KEVIN, MICHAEL | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | A | Control |
| COHEN, KEVIN, MICHAEL | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | A | Control |
| SCHMITZ, ALEXANDER, JAMES | I | MEMBER | A | |
| SCHMITZ, ALEXANDER, JAMES | I | MEMBER | A | |
| SCHMITZ, ALEXANDER, JAMES | I | MEMBER | A | |
| SCHMITZ, ALEXANDER, JAMES | I | MEMBER | A | |
| SCHMITZ, ALEXANDER, JAMES | I | MEMBER | A | |
| SCHMITZ, ALEXANDER, JAMES | I | MEMBER | A | |
| SCHMITZ, ALEXANDER, JAMES | I | MEMBER | A | |
| SCHMITZ, ALEXANDER, JAMES | I | MEMBER | A | |
| SCHMITZ, ALEXANDER, JAMES | I | MEMBER | A | |
| SCHMITZ, ALEXANDER, JAMES | I | MEMBER | A | |
| SCHMITZ, ALEXANDER, JAMES | I | MEMBER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| SCHMITZ, ALEXANDER, JAMES | I | 2015 ALEXANDER JAMES SCHMITZ REVOCABLE TRUST | F | |
| SCHMITZ, ALEXANDER, JAMES | I | 2015 ALEXANDER JAMES SCHMITZ REVOCABLE TRUST | F | |
| SCHMITZ, ALEXANDER, JAMES | I | 2015 ALEXANDER JAMES SCHMITZ REVOCABLE TRUST | F | |
| SCHMITZ, ALEXANDER, JAMES | I | 2015 ALEXANDER JAMES SCHMITZ REVOCABLE TRUST | F | |
| SCHMITZ, ALEXANDER, JAMES | I | 2015 ALEXANDER JAMES SCHMITZ REVOCABLE TRUST | F | |
| SCHMITZ, ALEXANDER, JAMES | I | 2015 ALEXANDER JAMES SCHMITZ REVOCABLE TRUST | F | |
| SCHMITZ, ALEXANDER, JAMES | I | 2015 ALEXANDER JAMES SCHMITZ REVOCABLE TRUST | F | |
| SCHMITZ, ALEXANDER, JAMES | I | 2015 ALEXANDER JAMES SCHMITZ REVOCABLE TRUST | F | |
| SCHMITZ, ALEXANDER, JAMES | I | 2015 ALEXANDER JAMES SCHMITZ REVOCABLE TRUST | F | |
| SCHMITZ, ALEXANDER, JAMES | I | 2015 ALEXANDER JAMES SCHMITZ REVOCABLE TRUST | F | |
| SCHMITZ, ALEXANDER, JAMES | I | 2015 ALEXANDER JAMES SCHMITZ REVOCABLE TRUST | F | |
| STEELE, DAVID, GERALD | I | DAVID STEELE FAMILY LIVING TRUST | F | Control |
| STEELE, DAVID, GERALD | I | DAVID STEELE FAMILY LIVING TRUST | F | Control |
| STEELE, DAVID, GERALD | I | DAVID STEELE FAMILY LIVING TRUST | F | Control |
| STEELE, DAVID, GERALD | I | DAVID STEELE FAMILY LIVING TRUST | F | Control |
| STEELE, DAVID, GERALD | I | DAVID STEELE FAMILY LIVING TRUST | F | Control |
| STEELE, DAVID, GERALD | I | DAVID STEELE FAMILY LIVING TRUST | F | Control |
| STEELE, DAVID, GERALD | I | DAVID STEELE FAMILY LIVING TRUST | F | Control |
| STEELE, DAVID, GERALD | I | DAVID STEELE FAMILY LIVING TRUST | F | Control |
| STEELE, DAVID, GERALD | I | DAVID STEELE FAMILY LIVING TRUST | F | Control |
| STEELE, DAVID, GERALD | I | DAVID STEELE FAMILY LIVING TRUST | F | Control |
| STEELE, DAVID, GERALD | I | DAVID STEELE FAMILY LIVING TRUST | F | Control |
| STEELE, JONATHAN, EDWARD | I | STEELE & VILLENA TRUST | F | Control |
| STEELE, JONATHAN, EDWARD | I | STEELE & VILLENA TRUST | F | Control |
| STEELE, JONATHAN, EDWARD | I | STEELE & VILLENA TRUST | F | Control |
| STEELE, JONATHAN, EDWARD | I | STEELE & VILLENA TRUST | F | Control |
| STEELE, JONATHAN, EDWARD | I | STEELE & VILLENA TRUST | F | Control |
| STEELE, JONATHAN, EDWARD | I | STEELE & VILLENA TRUST | F | Control |
| STEELE, JONATHAN, EDWARD | I | STEELE & VILLENA TRUST | F | Control |
| STEELE, JONATHAN, EDWARD | I | STEELE & VILLENA TRUST | F | Control |
| STEELE, JONATHAN, EDWARD | I | STEELE & VILLENA TRUST | F | Control |
| STEELE, JONATHAN, EDWARD | I | STEELE & VILLENA TRUST | F | Control |
| STEELE, JONATHAN, EDWARD | I | STEELE & VILLENA TRUST | F | Control |
| VILLENA, JULIE ANNE MARIE, SAMANIEGO | I | STEELE & VILLENA TRUST | F | |
| VILLENA, JULIE ANNE MARIE, SAMANIEGO | I | STEELE & VILLENA TRUST | F | |
| VILLENA, JULIE ANNE MARIE, SAMANIEGO | I | STEELE & VILLENA TRUST | F | |
| VILLENA, JULIE ANNE MARIE, SAMANIEGO | I | STEELE & VILLENA TRUST | F | |
| VILLENA, JULIE ANNE MARIE, SAMANIEGO | I | STEELE & VILLENA TRUST | F | |
| VILLENA, JULIE ANNE MARIE, SAMANIEGO | I | STEELE & VILLENA TRUST | F | |
| VILLENA, JULIE ANNE MARIE, SAMANIEGO | I | STEELE & VILLENA TRUST | F | |
| VILLENA, JULIE ANNE MARIE, SAMANIEGO | I | STEELE & VILLENA TRUST | F | |
| VILLENA, JULIE ANNE MARIE, SAMANIEGO | I | STEELE & VILLENA TRUST | F | |
| VILLENA, JULIE ANNE MARIE, SAMANIEGO | I | STEELE & VILLENA TRUST | F | |
| VILLENA, JULIE ANNE MARIE, SAMANIEGO | I | STEELE & VILLENA TRUST | F | |
| PKS HOLDINGS, LLC | DE | PRO TEM HOLDINGS, LLC | E | Control |
| PKS HOLDINGS, LLC | DE | PRO TEM HOLDINGS, LLC | E | Control |
| SCHMITZ, ALEXANDER, JAMES | I | 2015 ALEXANDER JAMES SCHMITZ REVOCABLE TRUST | D | |
| SCHMITZ, ALEXANDER, JAMES | I | 2015 ALEXANDER JAMES SCHMITZ REVOCABLE TRUST | D | |
| STEELE, DAVID, GERALD | I | DAVID STEELE FAMILY LIVING TRUST | D | Control |
| STEELE, DAVID, GERALD | I | DAVID STEELE FAMILY LIVING TRUST | D | Control |
| STEELE, JONATHAN, EDWARD | I | STEELE & VILLENA TRUST | D | Control |
| STEELE, JONATHAN, EDWARD | I | STEELE & VILLENA TRUST | D | Control |
| VILLENA, JULIE ANNE MARIE, SAMANIEGO | I | STEELE & VILLENA TRUST | D | |
| VILLENA, JULIE ANNE MARIE, SAMANIEGO | I | STEELE & VILLENA TRUST | D | |
| PURCELL, JOHN, PETER | I | PKS HOLDINGS, LLC | C | Control |
| PURCELL, JOHN, PETER | I | PKS HOLDINGS, LLC | C | Control |
| STAFF, MICHAEL, THEODORE | I | PKS HOLDINGS, LLC | C | Control |
| STAFF, MICHAEL, THEODORE | I | PKS HOLDINGS, LLC | C | Control |
Registrations
Federal
IA
Apr 23, 2025 REGISTERED
Notice Filings (14)
CA CO FL LA MA NC NH NJ NV NY OR PA TX WA
Address
766 VALENCIA STREET2ND FLOOR
SAN FRANCISCO, CA 94110
United States
Phone: (415) 729-1770